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Technology Stocks : Semtech (Nasdaq:SMTC) -- Ignore unavailable to you. Want to Upgrade?

To: kern who wrote (1024)	2/23/2000 3:28:00 PM
From: Leeza Rodriguez	Read Replies (1) \| Respond to of 1225

Kern, I am a bit prejudiced in that I like everything that I own. Most of my favorites are mentioned in my profile. Unfortunately (for new positions) most of them currently have nose bleed valuations. However, I maintain that all of these companies continue to grow and grow, acquire and acquire... The exceptions to the nose bleed rule would be SMTC and a telecom billing company called ACEC, which is quite undervalued , IMO, trading at ~ 2 x the trailing 4Q sales with some respectable margins (55%-ish) and showing profits now. thanks, leeza rodriguez